Jeremy Doorn, financial advisor Tulsa OK

Jeremy Doorn

CRD Number: 5965326
Current Firm: Core Wealth Management, LLC

Jeremy Doorn (CRD# 5965326) is an Investment Advisor Representative working at Core Wealth Management, LLC in Tulsa, OK and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Core Wealth Management, LLC Tulsa, OK Jul 2011 - Current 12
Zia Management Services Inc. Dba Core Business & Financial Svcs. Tulsa, OK Feb 2009 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Jeremy S. Doorn
Phone Number: 405-720-1244
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $244,367
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OK, TX

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